欧洲股市开盘预期 - 欧洲股市预计将高开，英国富时指数预计高开0.11%，德国DAX指数高开0.16%，法国CAC 40指数高开0.14%，意大利富时MIB指数高开0.18% [1] - 此次积极开盘源于美国主要指数在周二交易时段反弹以及亚太市场隔夜普遍上涨 [1] 美国市场表现与投资者情绪 - 华尔街周二上涨，受英伟达等科技股和比特币上涨推动 [2] - 投资者正在评估年底反弹的可能性，因12月交易历来对美国股市有利，且11月因获利了结导致一些热门股票估值被削减 [2] - 交易员对企业财报结果持乐观态度，并关注美联储12月10日的利率决定 [3] - 市场预计美联储在即将到来的会议上降息的可能性约为89%，远高于11月中旬的几率 [3] 欧洲市场关注点 - 欧洲市场关注Inditex的财报 [3] - 欧洲采购经理人指数数据即将公布 [3]

PresentationOkay. Well, hi, good afternoon, everyone. Thank you for joining us on day 1 of the conference. I'm Jenna Giannelli, the Head of Retail and Consumer Credit Research here at Morgan Stanley. I am helping to fill in for Alex Straton, our equity analyst that covers Warby, who will soon be having a baby. So we're very excited. I'm happy to be filling in for her. I'm really excited and happy to be here with you and hosting Warby. So Joined today by Warby's Co-Founder and Co-CEO, David Gilboa. Thank you ...

市场整体表现 - 美国股市在2025年12月2日强劲反弹，主要指数收复前一交易日失地并重拾上涨动能 [1] - 标普500指数上涨0.2%，收于6829.37点；道琼斯工业平均指数上涨0.4%，收于47474.46点；纳斯达克综合指数上涨0.6%，收于23413.67点 [2] - 反弹基础广泛，信息技术板块领涨标普500，能源板块ETF（XLE）亦上涨0.9% [3] 行业与板块动态 - 科技股因对美联储降息的预期增强而领涨 [2] - 医疗保健、工业和公用事业板块ETF（XLV, XLI, XLU）出现下跌 [3] - 加密货币市场企稳，比特币回升至接近91000美元，缓解了加密货币相关股票的压力 [6] 重点公司表现与新闻 - 波音公司股价飙升8%至10.1%，因其新任首席财务官对明年现金生产给出乐观预测 [4] - 云数据库公司MongoDB股价大涨22.2%，因其第三季度业绩超预期并上调了财年展望 [5] - 英伟达股价上涨1%，此前宣布与Synopsys扩大合作并投资20亿美元；英特尔股价亦大幅上涨6% [5] - United Natural Foods因利润超预期而股价上涨4.6%；拜耳公司股价因在美国法律纠纷中获得支持而跳涨 [7] 宏观经济与市场前景 - 市场对美联储在12月9-10日的FOMC会议上降息25个基点的预期升温，概率指示器显示概率在80%至87.4%之间 [8] - 多项关键经济数据即将发布，包括11月ADP就业报告、延迟的9月PCE价格指数、11月ISM商业活动数据等 [9] - 历史数据显示12月通常是股市表现强劲的月份，标普500平均涨幅超过1% [11] 即将发生的事件 - 多家公司计划发布财报，包括Oracle、CrowdStrike、Marvell Technology、Salesforce、Snowflake等 [10]

Welcome back to Market on Close. I'm Marley Caiten here in Chicago alongside Sam Bodis at the New York Stock Exchange. We'll close out our show with our final thoughts like we usually do.Today's session, AI was a big theme. Apple changing out its head of AI, Sam Alman, reportedly sounding an alarm for Code Red. Mestro releasing some new models.Let's break down some of those stories. at Apple. The current head of AI is retiring and being replaced by an AI veteran with a history at both Microsoft and Google w ...

公司业绩表现 - 第三季度总营收增长6%至创纪录的14亿美元，可比销售额增长4% [7][8] - Aerie品牌可比销售额实现11%的强劲增长，American Eagle品牌可比销售额增长1% [7][8] - 毛利率为40.5%，同比下降40个基点，主要受5000万美元关税影响（拖累毛利率150个基点） [8] - 摊薄后每股收益为0.53美元，同比增长29%；调整后摊薄每股收益增长10% [8] - 营业利润为1.13亿美元，高于去年同期的1.06亿美元；营业利润率为8.3%，去年同期为8.2% [8] 品牌与运营亮点 - Aerie品牌实现两位数可比销售增长，Offline品牌也表现突出，感恩节周末创下销售纪录 [2][3] - 库存总额增长11%至8.91亿美元，反映需求增长、新店开业和库存状况改善 [5] - 本季度资本支出为7000万美元，年初至今支出为2.02亿美元，预计2025年全年资本支出约为2.75亿美元 [10] - 截至季度末，公司运营1190家 consolidated 门店，AE品牌门店830家，Aerie（含OFFL/NE）门店329家 [23][24] 股东回报与财务状况 - 年初至今已完成2.31亿美元股票回购，本季度通过每股0.125美元的季度现金股息向股东返还2100万美元 [9] - 现金及现金等价物为1.128亿美元，去年同期为1.602亿美元 [20] - 总资产为41.9亿美元，高于去年同期的37.36亿美元；流动资产为13.97亿美元 [20] 未来业绩指引 - 基于强劲销售趋势，公司将第四季度营业利润指引上调至1.55亿至1.6亿美元，此前指引为1.25亿至1.3亿美元 [7][11] - 预计第四季度可比销售额增长8%至9%，总营收实现类似增长 [11] - 全年调整后营业利润指引上调至3.03亿至3.08亿美元，此前指引为2.55亿至2.65亿美元 [11][12] - 预计第四季度关税影响约为5000万美元，全年关税影响约为7000万美元 [12]

Welcome to Market Catalyst. I'm Julie Hyman. We are 30 minutes into the US trading day.Here's what we're watching this hour. First up, we'll assess the health of the global economy as the OECD says AI and monetary policy have offset impacts of the trade war. Plus, we'll sit down with the CEO of Strategy to talk about the state of its business as Bitcoin comes under pressure.and the CEO Signit joins us to discuss its latest results and the health of consumer spending as well. Let's take a look at the major a ...

A desire for deep discounts inspired 202.9 million U.S. consumers to shop during the five-day stretch from Thanksgiving Day through Cyber Monday, according to a survey by the National Retail Federation and Prosper Insights & Analytics released on Tuesday.That estimated total surpassed the major trade group's forecast that 186.9 million people would shop during the five-day period. It also increased from last year's turnout of 197 million shoppers during the same period. The shopping turnout is the largest s ...

There's a lot going on. As Carl was saying, the curve's a little steeper today. The 10-year continues to stay around 410.And there it is, right on the button. Bitcoin having a day, bouncing 6%. Tech is leading. Nvidia is up. Oracle's up.Palunteer is as well. Josh, the final month of this year underway. How do you see things today.So, I was talking to somebody last week about uh what's like the most obvious thing that you think is going to happen that people still aren't expecting even though it's obvious li ...

PresentationSimeon GutmanMorgan Stanley, Research Division Hello, everyone. Welcome to day 1 of the Global Consumer and Retail Conference. I am Simeon Gutman, Morgan Stanley's hardline, broadline and food retail analyst. And it is our pleasure to welcome Wayfair here, Niraj Shah, CEO, Co-Founder, Co-Chairman; and Kate Gulliver, CFO and CAO. I'm going to read a quick disclosure, make a quick intro, ask the first question and sit down. For important disclosures, please see the Morgan Stanley research disclos ...

Here are two stocks with buy rank and strong momentum characteristics for investors to consider today, Dec. 2: Compania de Minas Buenaventura S.A.A. (BVN) : This polymetallic mining company has a Zacks Rank #1 and witnessed the Zacks Consensus Estimate for its current year earnings increasing 7.8% over the last 60 days. Compania de Minas Buenaventura’s shares gained 27.2% over the last three months compared with the S&P 500’s decline of 6.9%. The company possesses a???Momentum Score??? of A. Kohl's Corporat ...